Wizard Business
Run the financial side of your business without fighting the books.
Run your business finances and books in one place. From invoices and bills to bank reconciliation and financial statements, Wizard Business is being built so you can say: I do my books in Wizard.
From doing business to doing the books
Everything connects to your books.
Send a quote, get paid, pay a supplier. Each step updates what you're owed, what you owe and your accounts, so the books keep themselves in step with the business.
When you sell
- CustomerAcacia Property Group
- QuoteQU-0018 accepted
- InvoiceINV-0042 · R12,000
- PaymentR12,000 received
- Bank matchMatched to INV-0042
- Receivable clearedCustomer owes R0
- Books updatedBank and receivables posted
- Reports updatedP&L and Balance Sheet
When you buy
- SupplierCoastal Print Co
- BillBill · R6,200
- PaymentR6,200 paid
- Bank matchMatched to the bill
- Payable clearedYou owe R0
- Books updatedBank and payables posted
Illustrative example
Banking and transactions
Every business account, organised.
Import statements from each account, keep separate workspaces for each business, and let Wizard sort transactions into the right place.
- Business accountsBetaAll of your business bank accounts together.
- Transaction categorisationBetaTransactions sorted into the right categories.
- Multiple businessesBetaSeparate workspaces for each business you run.
- CSV statement importBetaImport bank statements exported as CSV.
- PDF statement importBetaImport bank statements from PDF.
Cash / Bank Book
Your day-to-day book.
See every movement through each bank or cash account, with the accounting behind it. It's the everyday view between your bank statement and your ledger.
Illustrative data
Coming to Wizard Business
Customers, quotes and invoices.
Everything on the sales side, from the first quote to the payment landing in your account, kept in the same place as your books.
Planned sales tools
Coming soonCustomers
- Customer records
- Contact and business details
- Balances owed
- Payment history, later
Quotes
- Line items and pricing
- Validity dates and notes
- Convert to an invoice
Invoices
- Numbering, due dates and terms
- Discounts, and VAT where applicable
- Notes, banking details and branding
Credit notes
- Issue a credit note
- Reduce the customer's balance
Accounts Receivable
- Unpaid, partly paid and overdue invoices
- Balance per customer
- Total owed to the business
Customer payments
- Record or match a payment
- Payment settles the invoice
- Receivables, bank and books update
Illustrative invoice · fictional business and customer
Professional documents, branded for your business.
Start with a professional Wizard template. Make it yours by filling in your own details:
- Business logo
- Business name
- Company registration details
- VAT or tax details where applicable
- Address and contact details
- Banking details
- Document numbering
- Customer details
- Products and services
- Quantities and unit prices
- Discounts
- Due date and payment terms
- Notes and footer text
- Colour and branding
From quote to paid
Coming soon- Quote
- Accepted
- Converted to invoice
- Sent
- Due
- Payment received
- Paid
Not just a PDF
Documents that actually connect to the books.
Issuing an invoice records what the customer owes. When they pay, Wizard moves it from receivables to the bank and marks the invoice paid.
Invoice INV-0042 issued
R12,000
- Accounts Receivable+R12,000
- RevenueRecognised under supported accounting rules
Customer pays
R12,000
- Bank+R12,000
- Accounts Receivable−R12,000
- INV-0042Marked paid
Coming to Wizard Business
Suppliers and bills.
Record what you owe as bills arrive, keep the paperwork with them, and know exactly what's due before it's due.
Planned purchasing tools
Coming soonSuppliers
- Supplier records
- Balances owed
- Bill history, later
Bills
- Record a supplier bill
- Due dates and line items
- Expense or asset allocation
- VAT where applicable
Receipts and documents
- Attach supporting documents
- Evidence kept with the record
Accounts Payable
- Outstanding, partly paid and overdue bills
- Total owed to suppliers
Supplier payments
- Record or match a payment
- Payables clear
- Bank and books update
The other side of the books
Bills that update your books too.
A bill records what you owe and where the cost belongs. Paying it clears the payable and reduces the bank balance, in one connected step.
Bill from Coastal Print Co entered
R6,200
- Accounts Payable+R6,200
- Printing and stationeryClassified as an expense
You pay the supplier
R6,200
- Accounts Payable−R6,200
- Bank−R6,200
Receivables and payables
Know who owes you, and who you owe.
Every unpaid, partly paid and overdue invoice and bill in one view, with the total either way.
Payment matching
Coming soonWhen money lands in the bank, Wizard suggests the invoice it settles. You confirm, and the invoice, receivables and books all update.
Illustrative example
Total owed to you
R84,500
Overdue
R19,200
- Northshore TradingPartially paidR24,000
- Karoo Fresh MarketDue in 12 daysR29,300
- Acacia Property GroupDue in 4 daysR12,000
- Blue Crane StudioOverdue 21 daysR10,700
- Cape StudioOverdue 7 daysR8,500
Illustrative data · fictional customers and suppliers
Accounting by Wizard
Real books underneath. Simple on top.
Wizard Business is built on proper double-entry accounting, from the ledger to the financial statements, so the numbers hold up. You get the clarity without needing to think like an accountant.
Illustrative report
Every report should lead back to the records behind it.
Behind every number is a real accounting trail: report lines are built from accounts, accounts from journals, and journals from real transactions. That trail is what makes it proper accounting, not just a finance app.
- ReportProfit & LossVehicle costs R12,400.00
- Account6200 · Vehicle costs8 postings in March
- JournalJE-0142Dr Vehicle costs · Cr Bank
- TransactionFleet fuel card14 Mar · −R2,860.00
- SourceBank statement lineMarch statement, line 37
Shown as a concept. Moving from a report straight to its source is coming soon.
The full books stack
Books
- Chart of AccountsBeta
- General JournalBeta
- General LedgerBeta
- Cash / Bank BookComing soon
Reports
- Trial BalanceBeta
- Profit & LossBeta
- Balance SheetBeta
- Cash Flow statementComing soon
Controls
- Bank reconciliationBeta
- Opening balancesBeta
- Financial periodsBeta
- Period closeComing soon
- Year-end and retained earningsComing soon
Operational accounting
- Accounts ReceivableComing soon
- Accounts PayableComing soon
- Customer paymentsComing soon
- Supplier paymentsComing soon
Ask Wizard
Ask your business anything.
Who owes you, what you owe, and why the numbers moved, answered from your own books. These are pre-written demos using illustrative data.
Try a question
Ask Wizard
Demo
Who still owes me money?
Five customers owe you R84,500. R19,200 of that is overdue.
- Karoo Fresh MarketR29,300 · due in 12 days
- Northshore TradingR24,000 · partially paid
- Blue Crane StudioR10,700 · overdue 21 days
From your Accounts Receivable · illustrative data
Numbers come from your books
Totals and balances are calculated by Wizard's own financial and accounting logic, not guessed by a language model.
Answers show their working
Each answer points to the report, accounts or transactions it was built from.
Explains, doesn't advise
Ask Wizard helps you understand what happened. It is not a financial or investment adviser.
Bank statements
Built around real bank statements.
Wizard is being built to support the statement formats people and businesses actually use, starting in South Africa and Namibia. Support is being developed for major South African and Namibian banks.
- CSV statement importBetaImport bank statements exported as CSV.
- PDF statement importBetaImport bank statements from PDF.
Wizard works from statements you export yourself. It is not affiliated with, endorsed by or connected to any bank.
Make your finances make sense.
Personal and business finance, brought together.